Cook Wealth Management, LLC

Cook Wealth Management, LLC is a small, independent advisory firm led by a single managing member that provides financial planning and consulting and facilitates access to third‑party portfolio managers. The firm delivers comprehensive financial plans on an hourly basis (with plans typically completed within 30 days) and arranges asset management through recommended third‑party managers rather than directly managing client accounts.

CWM’s practice centers on evaluating clients’ financial situations, making suitability recommendations for outside managers, and monitoring those managers’ performance while serving as a liaison and delivering ongoing planning updates. Clients placed with third‑party managers pay asset‑based fees to the managers (with CWM receiving a portion as a referral), and CWM documents client goals, permits client‑imposed investment restrictions, and reviews accounts at least quarterly.

Distinctive features include formal affiliations with an accounting practice and an insurance agency and the managing member’s dual role in those businesses, which the brochure discloses and notes consumes roughly 30% of the principal’s time. The firm does not custody or directly manage assets (it lacks portfolio management services and does not itself charge percentage‑of‑AUM fees), and it generally works with high‑net‑worth individuals and business entities rather than mass‑market retail (non‑HNW) individual clients.